The Vonage Business Solutions (formerly Vocalocity) plugin for QuickBooks allows users to link every incoming or outgoing phone call to their account, making it faster and easier to interact with customers and vendors. With this plugin, users can:
- Instantly view caller information and QuickBooks customer and vendor financials
- Spend less time looking for information and transferring calls between departments
- Search all QuickBooks records directly from the Desktop
- Customize which departments and users have access to the QuickBooks plugin
- Control permissions on what accounts payable and receivable information is visible
How Can I Get the QuickBooks Plugin?
Access to the QuickBooks plugin first requires you have the Desktop installed. If the program is not yet installed, visit the Desktop page to download and install the application. Then, call 855-367-4322 to have Support configure your account to work with QuickBooks. Learn more on how to install, configure and use the plugin by visiting the Knowledge Article for QuickBooks.
To learn more about Desktop, visit the Desktop product page.